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Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears (www.investing.com)

submitted 1 year ago by return2ozma@lemmy.world to c/technology@lemmy.world

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[–] sobchak@programming.dev 8 points 1 year ago (1 child)

Not really. TSMC has a near monopoly on the advanced fabrication, and ASML has a near monopoly on the lithographic machines TSMC uses. Nvidia is a fab-less designer. Google has its TPUs, and Amazon has some kind of custom chip too.

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[–] TankovayaDiviziya@lemmy.world 2 points 1 year ago

I also invested in TSMC.

ASML is way too expensive for my taste. I've been hoping they will do split stock so I could get in.

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